In this article series, we are going to use Funnelll to track a sales funnel representing your customer value path on your website.

Prerequisites

This article assumes that you have a Funnelll account and installed Funnelll on your website. If you haven't set up Funnelll on your website yet, please refer to our How To Install Funnelll page. This article also assumes that you have enabled the Google Analytics app from your account's Apps & Integrations catalog.

Tracking Conversions

Funnelll allows you to track/tag customer actions, sometimes referred to as conversions or events, directly on your website without writing additional code.

Track Conversions On Clicks

Tracking conversions on clicks allows you to count customers who click on a certain element on your page like an Add To Cart button, a form submission button, etc.

  • From the left navigation bar, click Manage Tracking

  • Click Track Actions button

  • Select Track When Customers Click An Element

  • Enter a descriptive name to the stage you are tracking like Clicks Sign Up, Submits Quote Request, etc.

  • Select a category for this action. A category can be:

    • Add Payment Info e.g. Customer provides credit card information

    • Add To Cart e.g. Customer adds item to cart

    • Add to Wishlist e.g. Customer adds item to wishlist

    • Complete Registration e.g. Customer Complete Registration

    • Contact e.g Customer Fills Contact Form

    • Customize Product e.g. Customer Selects Color or Size on Product

    • Donate e.g. Customer Makes a Donation

    • Find Location e.g. Customer Clicks on Map to Find Location

    • Initiate Checkout e.g. Customer Starts to Checkout

    • Lead e.g. Customer Submits a Form With Their Details

    • PageView e.g. Customer Clicks to View A Different Page like Outbound link

    • Purchase e.g. Customer Buys a Product or Subscribes to Plan

    • Schedule e.g. Customer Scheduled A Call

    • Search e.g. Customer is making a search on the website

    • Start Trial e.g. Customer starts a trial

    • Submit Application e.g. Customer Submits An Application (generic)

    • View Content e.g. Customer Clicks to View a Certain Content like Pop-put

    • Custom Add Your Own Category For the Event

  • Click Set Up Tracking button, a new window opens with your website and a Funnelll tab attached to the left of the screen (might take a few seconds to load the first time)

  • Navigate to the page that has the elements you want to track or edit the URL in the text box and click the -> arrow to navigate

  • Select whether this tracking is on a single page or a group of pages e.g. Product Pages

    • This exact URL: Only track clicks on the page you are on e.g. /login would only track clicks on /login page

    • Begins with URL: Track clicks on all pages that start with a certain URL e.g. /shopping/ would track clicks on /shopping/men, /shopping/women, /shopping/women/shoes

    • Similar URLs: Track clicks on all pages with a certain URL Pattern. This option is ideal for tracking a group of product pages within the same goal. After selecting this option, you will need to select which parts of the URL change e.g. the product name or serial number

  • Click the Select Element button

  • The Funnelll tab is minimized and you can hover over any element to highlight it. Make sure the highlight fully covered the element you are tracking to avoid tracking customers who only click dead center on a button

Hint: You can click Esc to exit the selection and show the Funnelll panel again

Best Practise: For best performance, make sure your tracked elements all have unique IDs on the page

  • Click Track More Elements On This Page if you have more elements to track e.g. a page that has multiple Sign Up buttons or Navigate somewhere else to track elements on other pages.

  • Click Save Stage when done

Best Practise: Make sure to track elements related only to one step e.g. Sign up. In other words, avoid configuring multiple steps on the same goal.

Have More Questions?

Please book a free onboarding support call from https://calendly.com/funnelll/demo, reach out to us at [email protected], or hit us up on chat.

Did this answer your question?